The Intrinsic Value Podcast – The Investor’s Podcast Network
TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer.
In this episode, you’ll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more!
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IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
05:30 - Why the enterprise software market was ripe for disruption.
10:50 - Shopify’s origin story as a simple snowboard website in Canada.
14:47 - How Shopify’s value proposition differs from Amazon.
36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition.
42:42 - How Shopify has responded to Amazon encroaching on its turf.
01:01:38 - What to make of Shopify’s share split and ownership structure.
01:12:28 - Why Shopify’s growth story may only be just beginning.
01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Business Breakdowns podcast on Shopify.
- Quartr’s overview of Shopify.
- Clayton Christensen's The Innovator’s Dilemma.
- Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports.
- Check out the books mentioned in the podcast here.
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Senaste avsnitt
En liten tjänst av I'm With Friends. Finns även på engelska.